Ranked by reported Q2 2026 13F market value
Share of total reported institutional value in NC held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | DIMENSIONAL FUND ADVISORS LP | 401K | $20.1M | +0.3% | 5.382% | 0.00% |
| 2 | BlackRock, Inc. | 320K | $16.0M | +3.3% | 4.295% | 0.00% |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 167K | $8.3M | -2.0% | 2.234% | 0.00% |
| 4 | RENAISSANCE TECHNOLOGIES LLC | 148K | $7.4M | -4.3% | 1.983% | 0.01% |
| 5 | GEODE CAPITAL MANAGEMENT, LLC | 105K | $5.2M | +7.0% | 1.405% | 0.00% |
| 6 | Mudita Advisors LLP | 93K | $4.6M | 0.0% | 1.241% | 0.96% |
| 7 | STATE STREET CORP | 84K | $4.2M | +0.5% | 1.123% | 0.00% |
| 8 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 77K | $3.9M | 0.0% | 1.033% | 0.07% |
| 9 | Ancora Advisors LLC | 56K | $2.8M | +17.5% | 0.750% | 0.05% |
| 10 | PNC FINANCIAL SERVICES GROUP, INC. | 49K | $2.5M | +1.2% | 0.657% | 0.00% |
| 11 | Bank of New York Mellon Corp | 46K | $2.3M | +0.3% | 0.621% | 0.00% |
| 12 | Empowered Funds, LLC | 43K | $2.1M | 0.0% | 0.574% | 0.01% |
| 13 | NORTHERN TRUST CORP | 42K | $2.1M | +6.2% | 0.569% | 0.00% |
| 14 | Russell Investments Group, Ltd. | 39K | $2.0M | +51.4% | 0.527% | 0.00% |
| 15 | AMERICAN CENTURY COMPANIES INC | 39K | $2.0M | -0.5% | 0.523% | 0.00% |
| 16 | TWO SIGMA INVESTMENTS, LP | 37K | $1.9M | +15.2% | 0.500% | 0.00% |
| 17 | SEGALL BRYANT & HAMILL, LLC | 29K | $1.5M | -0.2% | 0.395% | 0.02% |
| 18 | VANGUARD FIDUCIARY TRUST CO | 29K | $1.5M | +7.1% | 0.390% | 0.00% |
| 19 | VANGUARD PORTFOLIO MANAGEMENT LLC | 27K | $1.4M | +19.0% | 0.368% | 0.00% |
| 20 | Saber Capital Managment, LLC | 21K | $1.0M | -0.0% | 0.277% | 0.70% |
| 21 | PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | 20K | $1.0M | 0.0% | 0.270% | 0.09% |
| 22 | Connor, Clark & Lunn Investment Management Ltd. | 20K | $994K | -0.4% | 0.267% | 0.00% |
| 23 | GOLDMAN SACHS GROUP INC | 18K | $882K | +37.7% | 0.236% | 0.00% |
| 24 | RBF Capital, LLC | 17K | $862K | 0.0% | 0.231% | 0.04% |
| 25 | Nuveen, LLC | 13K | $634K | 0.0% | 0.170% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in NC — a direct measure of their conviction.
Filings activity in NC during Q2 2026, grouped by how each filer changed its position.
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q2 2026 | 91 | 2.2% | 28.53% | 0.30 pp | $105M | 4.8% |
| Q1 2026 | 93 | +8.1% | 28.83% | 0.31 pp | $110M | +7.5% |
| Q4 2025 | 86 | +16% | 29.14% | +1.03 pp | $102M | +21% |
| Q3 2025 | 74 | 1.3% | 28.11% | 0.42 pp | $84M | 5.5% |
| Q2 2025 | 75 | +8.7% | 28.53% | +0.13 pp | $89M | +32% |
| Q1 2025 | 69 | +6.2% | 28.40% | +0.91 pp | $68M | +19% |
| Q4 2024 | 65 | +4.8% | 27.49% | 0.91 pp | $57M | +2.4% |
| Q3 2024 | 62 | — | 28.40% | — | $56M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying NC stock.
Based on Q2 2026 13F filings, institutional ownership of NACCO Industries, Inc. stands at 28.5%, held across 91 reporting institutions.
DIMENSIONAL FUND ADVISORS LP is the largest reported institutional holder of NC, with approximately 401,084 shares worth $0.02B as of Q2 2026.
Yes — 2 widely-followed marquee investors appear among the top 25 institutional holders of NC, including RENAISSANCE TECHNOLOGIES LLC, TWO SIGMA INVESTMENTS, LP.
Our composite Smart Money Score for NC is 44 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
5 institutions opened new positions in NC during Q2 2026, while 7 fully exited. 27 added to existing positions and 58 trimmed.
NC institutional ownership fell by 0.30 percentage points quarter-over-quarter, with a net change of -2 holders.
The top 10 institutions account for 71.6% of all reported 13F value in NC, and the top 25 account for 92.7%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
NACCO Industries, Inc. (NC) Institutional Ownership